EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.57M
3
+$1.31M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$751K
5
VLO icon
Valero Energy
VLO
+$665K

Top Sells

1
+$19.2M
2
+$10.6M
3
+$8.42M
4
ADP icon
Automatic Data Processing
ADP
+$5.97M
5
NKE icon
Nike
NKE
+$5.33M

Sector Composition

1 Technology 18.04%
2 Financials 16.23%
3 Consumer Discretionary 13.17%
4 Healthcare 11.99%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$70K ﹤0.01%
1,391
527
$70K ﹤0.01%
2,000
528
$70K ﹤0.01%
1,650
-460
529
$69K ﹤0.01%
782
530
$69K ﹤0.01%
6,000
531
$69K ﹤0.01%
3,000
532
$68K ﹤0.01%
1,443
-100
533
$68K ﹤0.01%
1,370
534
$68K ﹤0.01%
1,340
535
$67K ﹤0.01%
1,044
536
$67K ﹤0.01%
1,566
-1,027
537
$67K ﹤0.01%
1,186
538
$66K ﹤0.01%
350
539
$64K ﹤0.01%
700
540
$64K ﹤0.01%
1,118
541
$64K ﹤0.01%
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542
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543
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+1,500
544
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3,000
545
$61K ﹤0.01%
2,178
546
$61K ﹤0.01%
816
547
$61K ﹤0.01%
581
548
$61K ﹤0.01%
2,154
-118
549
$61K ﹤0.01%
980
-250
550
$61K ﹤0.01%
10,000
20 21
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